1 | RBC Dominion Securities

RBC Dominion Securities Inc.RBC Dominion Securities Inc.

Eddy Mejlholm, CFP, CIM, FCSIWealth AdvisorPersonalized professional financial guidance that maximizes your potential

Eddy Mejlholm, Wealth Advisor | 1

Eddy Mejlholm is a Wealth Advisor who helps individuals, families and their associated organizations to integrate their personal, organizational and financial goals by using a thorough planning process and implementing smart growth strategies. Eddy does this by using individualized risk-analysis and evidence-based investment portfolios personalized for each client.

Financial professionals often use industry jargon that can mystify money matters. Eddy uses plain language so you can make the right choices for you and experience the calm that implementing a sound plan can bring.

Recognized as one of the leading Wealth Advisors in the Fraser Valley, Eddy Mejlholm provides a comprehensive range of wealth management services designed to your unique specifications.

2 | RBC Dominion Securities

Eddy Mejlholm follows a disciplined five-step process to keep you on-track to achieving your goals. He keeps everyone focused on what’s important – helping you live life the way you want to live it.

A disciplined process is the key

1. Introduction Eddy will introduce you to the wealth management services he provides, not just during the first meeting, but on an ongoing basis as your needs evolve and new services become available.

2. Discovery Together, you and Eddy will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.

3. Strategy Next, Eddy will analyze your financial and personal information to match your objectives with smart, time-tested strategies.

4. Solutions Eddy will develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

5. Service Eddy will regularly review your situation to ensure your financial objectives are being met in light of your changing needs.

Who Eddy Mejlholm can help• Clients who have little time and

want someone else to manage the details

• Clients who want peace of mind knowing their finances are well managed and being looked after by a team of competent professionals

• Clients looking for a consultative approach rather than a transactional approach

• Clients looking for a long-term relationship with their advisor

• Clients undergoing or preparing for life transitions such as retirement, business transitions, pension buyouts, family changes, estate matters, or other changes

• Clients growing their wealth rapidly via professional success, stock options, signing bonuses or other windfalls

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A refreshing and straightforward approach to wealth managementEddy is pleased to offer you a wide range of investment and wealth managementservices, many of which are complimentary to you as a valued client.

Investable assets Services provided

$250,000 – $500,000

• Financial plan to address your particular needs (modular plan may include retirement projections, estate plan, tax planning, income planning, education funding, etc.)

• Determine risk level and build customized portfolio• Provide research, commentary and information on investment holdings, markets and

economy, including Global Insight access• Ongoing personal guidance with annual in-person review with email and phone on demand• Quarterly portfolio monitoring and rebalancing• Safekeeping and custodial services, including multi-currency accounts• Automated transactions if required, including electronic funds transfers• Annual tax reporting package• DS Online providing 24/7 account access• Consolidated account viewing of all RBC accounts• Access to local Estate Planning Specialist to review and recommend risk management

solutions and insurance-based wealth enhancement options

$500,000 – $1,000,000

• Develop an Investment Policy Statement• Access to RBC Financial Planning Specialist to prepare a complete financial plan covering

all major areas of personal finance• Semi-annual in person review with email and phone on demand• Charitable gift planning• Multigenerational planning

$1,000,000 – $5,000,000

• Access to RBC Will & Estate Consultant who can do a review of all of your legal estate matters and provide personalized recommendations

• Access to RBC Financial Planning Consultant who can prepare a complete financial plan covering all major areas of personal finance, including analysis of trusts, corporate finances and advanced tax planning

• Quarterly review with email and phone on demand• Business succession planning and corporate reorganization advice

$5,000,000 + • Monthly review with email and phone on demand• Access to RBC High Net Worth Financial Planning Consultant**• Access to RBC Capital Markets specialists• Access to Private Banking services

** High-net-worth-financial planning consultant available for assets over $20,000,000

4 | RBC Dominion Securities

Putting you first with a team approach

Eddy Mejlholm, CFP, CIM, FCSIWealth AdvisorEddy Mejlholm offers a wealth of experience as your investment advisor.

Eddy has worked in the financial services industry since 2005, after several years in the telecommunications industry. He obtained his Certified Financial Planner (CFP) designation in 2007. In addition to many financial industry qualifications and training, including the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations, he has a Bachelor of General Studies and an Advanced Certificate in Management Studies from Thompson Rivers University.

After growing up in nearby Surrey, Eddy has lived in Chilliwack since 2008. He has been married since 2003 and has three sons. The family is very involved in their church, the local YMCA and other charities. They also love the outdoors and can often be found biking, hiking, running, canoeing and camping around BC.

Eddy is passionate about giving his clients comprehensive guidance and realistic sustainable recommendations based on their needs. He cares deeply about his clients’ well-being and seeks to develop long-lasting relationships.

As Eddy’s client, you will receive timely service and professional advice through his team approach. Each team member focuses on different areas of client service, so you get the assistance you need when you need it.

Amanda KollerAssociateAmanda Koller works together with Eddy Mejlholm to ensure you receive timely, efficient service.

Amanda joined RBC Dominion Securities in 2013 after she received her Bachelors of Business Administration from the University of the Fraser Valley. Amanda has 10 years of experience in customer service, including financial services.

Amanda uses her proven skills to assist with the daily management of client accounts, providing ongoing client communication and acting as the primary contact for administrative inquiries. It is her commitment to service and attention to detail that allows Eddy to focus on advisory services, knowing that clients’ administrative needs are well cared for. Amanda is also dedicated to ongoing learning and has completed several industry training courses with an aim to further her knowledge and abilities.

Amanda enjoys spending time with friends and family, enjoying the outdoors and baking. She also volunteers with Bowls of Hope, a local charity that provides food to young children.

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Extended wealth management services team

Financial planningDepending on your needs, Eddy can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.

Will and estate consultationA professional Will & Estate Consultant works closely with Eddy to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.

Helping you manage your investments is just one way Eddy can assist you with your overall financial concerns. In addition to investing and money management, he offers assistance with financial planning, insurance strategies, and Wills and estates.

Insurance strategiesA highly qualified Insurance Specialist works with Eddy to help you create and preserve your wealth. Eddy follows a comprehensive process to assess your needs and, if appropriate, recommends tax-exempt insurance products that will help you achieve your wealth management objectives.

Professional networkEddy also offers access to a network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, Eddy would be pleased to work together with them.

6 | RBC Dominion Securities

The resources of Canada’s leading wealth management firm

RBC Dominion Securities has been helping investors achieve their goals since 1901. Today, the firm is Canada’s leading provider of wealth management services, trusted by more than 400,000 clients worldwide.

Whether you are looking to build your financial future, protect what

you have already built or create a lasting legacy for your family, we have the expertise and resources you need.

As a member of RBC, Canada’s largest financial institution, Eddy also offers access to a complete range of financial services.

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RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WM FS”), a subsidiary of RBC Dominion Securities Inc. When providing life insurance products, Investment Advisors are acting as Insurance Representatives of RBC WM FS. ®Registered trademarks of Royal Bank of Canada. Used under licence. ©RBC Dominion Securities Inc. 2016. All rights reserved. 16_90809_TS7_001

Take the next step – contact Eddy today for a complimentary consultation.

Eddy Mejlholm, CFP, CIM, FCSIWealth Advisor 604-701-0901eddy.mejlholm@rbc.com

RBC Dominion Securities9296 Main Street Chilliwack, BC V2P 4M5

www.eddymejlholm.com